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Welltower

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
501
Carmichael Hill & Associates
Maryland
$303K
DBRC
502
D.B. Root & Company
Pennsylvania
$303K
KFS
503
Kurt F. Somerville
$300K +$35.3K +550 +13%
CCB
504
Cutter & Co Brokerage
Missouri
$298K +$31.9K +497 +12%
CMBA
505
C.M. Bidwell & Associates
Hawaii
$293K -$2.57K -40 -0.9%
NIT
506
NumerixS Investment Technologies
British Columbia, Canada
$290K +$290K +4,600 New
Pzena Investment Management
507
Pzena Investment Management
New York
$288K +$288K +4,485 New
BFG
508
Beacon Financial Group
Texas
$285K -$25.8K -400 -8%
TSS
509
Two Sigma Securities
New York
$285K +$285K +4,427 New
IHL
510
Investment House LLC
California
$283K
CTA
511
Colonial Trust Advisors
South Carolina
$280K
B
512
Bailard
California
$276K
MC
513
Moors & Cabot
Massachusetts
$276K
SWM
514
SeaCrest Wealth Management
New York
$275K -$8.54K -133 -3%
IIM
515
Ipswich Investment Management
Massachusetts
$275K +$275K +4,281 New
RIM
516
Redwood Investment Management
Arizona
$274K +$15.8K +246 +6%
LOAME
517
Lombard Odier Asset Management (Europe)
United Kingdom
$271K
BCM
518
Brookstone Capital Management
Illinois
$270K -$31.1K -485 -10%
DCM
519
Donaldson Capital Management
Indiana
$269K -$63.1K -980 -19%
ACG
520
Allen Capital Group
Nebraska
$269K
CC
521
Cipher Capital
New York
$267K +$267K +4,151 New
RIM
522
Rampart Investment Management
Connecticut
$266K -$485K -18,694 -65%
CCA
523
Checchi Capital Advisers
California
$265K +$34.8K +541 +15%
CEP
524
Chicago Equity Partners
Illinois
$264K -$124K -1,930 -32%
GRP
525
Global Retirement Partners
California
$264K +$15.7K +244 +6%